Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Edit payment method

Recently changed bank institutes and need to update my QuickBooks 2020 desktop billing details for e-payment for taxes and my monthly payroll transaction.

When I click on manage my account and try to edit payment and also mailing address it says "only the current primary contact can change primary mailing address or payment info. Please request to sign in and perform this action."

I really do not want to have to call the call center! Please help!

3 Comments
QuickBooks Team

Edit payment method

Hello, Saunderslandscaping.

 

I'm more than happy to help you sign in to the primary contact so you can update your bank and billing details. 

 

Just like what the message says, only the primary contact can change the bank and billing details. Do you have access to it? If so, you'll want to sign out from the regular account in QuickBooks Desktop. Then, sign in using the primary contact's login details.

 

If you've forgotten them, click on the I forgot my user ID and password link in the web browser pop-up window. 

 

QBDTForgotPass.PNG

 

If someone is in charge of handling the primary contact, you'll want to ask them to log in to the Manage your Account page. Then, update your bank and billing details after.

 

You can also change the primary contact in the CAMPs (Customer Account Management) portal. This is where you can manage your QuickBooks Desktop licenses, payroll services and other account details. 

 

  1. Go to the CAMPs Portal site. 
  2. Scroll down and head over to the Primary Contact section.
  3. Choose the new primary contact from the list.
  4. Click Save and Close

You might be busy with business tasks. In the event that you still need help accessing the primary contact, you can chat with us as an alternative to calling. Our chat agents can pull up the account, and help you access it. Here's how: 

 

  1. In your QuickBooks Desktop company file, press the F1 key.
  2. In the Have a question? window, click the Contact us link (if you don't see it, click the Back button). 
  3. Choose QuickBooks Orders & Account Management, then select Customer Account Management Portal as the topic. 
  4. Scroll down and click the Start a message button. 
  5. The chat window will appear. Fill out the form, then hit Submit

 

QBDTcontact.PNG

 

You can visit these articles if you need help changing your e-payment bank or billing details: 

 

I always got your back if you need help managing your payroll service. You're always free to post a question here if you have other concerns about QuickBooks Desktop. 

Level 1

Edit payment method

Thank you for your help!!

I believe I am in the primary contact account. I only have one user. I have tried the forgot my user id and password but only shows the one account I use. Is there any other way around this?

QuickBooks Team

Edit payment method

Hi there, Saunderslandscaping.

 

You'll want to close QuickBooks Desktop and run as an admin user. Let me guide you through the steps.

  1. Click the Start button. then right-click.
  2. Select Run as administrator.

Once done, you can try editing the payment method. Also, make sure you're not trying to edit the Point of Sale (POS) or Merchant Services payment method since you're unable to do that.

 

However, if you're still unable to edit, I recommend contacting our support team to help you verify your account status. They also have the tools to pull up your account in a secure environment. 

 

Here's how to reach them:

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Enter your concern, then select Continue.
  5. Choose a way to connect with us:
    • Post a question and get an answer from experts and other customers.
    • Start messaging with a support expert.
    • Get a callback from the next available expert.

You can also add Windows users with administrator rights: Create Windows Users And Give Them Administrator Rights.

 

Please get back to me if you need further assistance. I'll always be right here to help.

Need to get in touch?

Contact us